Interact with the Site Portfolio Report

Learn how to interact with the Site Portfolio Report.

Contributors: Whitney Meredith.

Discuss in our Forum Discuss in Slack

This section provides information on how you can interact with the Site Portfolio Report.

View Additional Information in the Charts

You can view additional information for each of the charts.

Hover over the bars in the chart to see more information, including the number of sites by plan.

Hover over charts

Filter the Report

You can filter the Breakdown tables of all three categories in the report.

Click the Filter by drop-down menus to sort by:

  • Specific Owner

  • All Owners

  • Previous Site Plan

  • Current Site Plan

You can also filter by several of the headings. Click the drop-down menu of the heading and select the option you want to filter by:

  • Site Name

  • Site Owner

  • Previous Site Plan

  • Current Site Plan

  • Previous Invoice Date

  • Current Invoice Date

Search the Report

You can search each of the Breakdown tables by site name.

Enter the site name you want to search for in the Search by site name box located above the breakdown headings.

Breakdown Table Search Box

Increase the Number of Rows Shown in the Breakdown Tables

You can increase the number of rows shown in each of the three Breakdown tables.

Click the Show rows per page drop-down menu and select the number of rows you want to view.

Click the link under the Customer Organization heading at the top of the report to access your Organization Dashboard.

Collapse the Breakdown Tables

You can collapse and re-expand the each of the Breakdown tables.

Click the arrow located next to the site count of any of the Breakdown tables to collapse (or re-expand) the view.

Download CSV

You can click the Download CSV button under the All Active Sites in Portfolio breakdown table to download data. This allows you to view all data for active sites in Excel or a similar application.

Breakdown Table with Download

More Resources